Description
Betterment offers a smart automated investing service designed to optimize investment returns across individual, IRA, ROTH IRA, and rollover 401(k) accounts. Its technology allows users to manage a customized and diversified portfolio while charging a management fee of 0.25%. Users can access, view, and share their portfolio activities and easily deposit or withdraw funds anytime, anywhere. Betterment also features Tax Loss Harvesting to help offset taxes on gains and income, along with RetireGuide, a series of online surveys that assist users in evaluating the success of their long-term financial goals.
Additional Details
Lives Served
-
Company Size
577
Year Founded
2010
Funding
Not Provided
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